Freedom Financial Services / Freedom Advisory Services

Freedom Financial Services / Freedom Advisory Services

4 employees

About this pro

We provide an Holistic approach to Financial Services helping with Financial, Retirement, and Estate Planning! We prepare taxes; Individual, Family, Corporate, and Trust returns.

We are a Registered investment Advisory and manage our clients' money with Fiducuary standards!

We prepare Trusts; Revocable Living, Irrevocable, Living Wills, and Powers of Attorney for both Medical and Financial.

Additionally we provide Financial Divorce Mediation.

Experienced, we've been in this business for 36 years!  

Helping people Reach their Dreams & Goals!  It provides tremendous satisfaction building clients' financial security while watching their families grow over the years!

Walter Dobrowolski, RFP, CRTP

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San Marcos, CA 92078
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What is your typical process for working with a new customer?

It all begins with an consultation to determine if there's a fit and how we can help our clients! The "Know Your Client Rule" is supreme!

What education and/or training do you have that relates to your work?

36 years of hands-on experience, with a foundation of licensing and ongoing traing has provided us with the tools necessary to help our clients reach their Dreams & Goals!

Services offered

Tax Preparation Services Financial Advisors Individual Tax Preparation Business Tax Preparation